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Michael Allen Kelash

Investment adviser representative at Cambridge Investment Research Advisors, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$138.7BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Market timing
  • Seminars and workshops

Experience

12 years in the industry.

  1. Cambridge Investment Research Advisors, Inc.Sep 2025 to now
  2. Cambridge Investment Research, Inc.Sep 2025 to now
  3. Commonwealth Financial NetworkNov 2021 to Sep 2025
  4. International Assets Investment Management, LLCMay 2021 to Nov 2021
  5. International Assets Advisory, LLCOct 2020 to Nov 2021
  6. Nohre & Company, Cpa'sOct 2018 to Sep 2020
  7. Clifton Larson Allen, LLPNov 2014 to Sep 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (TX, WI).

Cambridge Investment Research Advisors, Inc.

$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7309882
Firm CRD
134139
Advisor's SEC record (opens in a new tab)
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